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Description
Enjoy complimentary features tailored for health and wellness professionals to effortlessly manage appointments, classes, clients, and staff. Utilize your digital calendar to effortlessly schedule, modify, and delete classes and appointments at your convenience. Keep an organized overview of your employees by overseeing their schedules, handling time-off requests, and managing compensation. Empower your team with individual logins, enabling them to access their task lists and personal schedules. Monitor both new and returning clients by tracking their contact details, attendance history, outstanding balances, and future appointments. With our mobile application designed for both smartphones and tablets, you can manage your business while on the move. Stay connected from anywhere to make crucial updates whenever necessary. Book classes and arrange appointments at any time, day or night. Easily cancel or reschedule appointments as needed. Oversee your staff and clients from a centralized online platform, and maintain an up-to-date profile page for your holistic healing center. Additionally, engage with your clients by responding to their reviews and feedback to foster a positive community atmosphere.
Description
Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.
API Access
Has API
API Access
Has API
Integrations
Google Cloud Platform
Microsoft Outlook
iCloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$26 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HealingRadius
Website
www.healingradiuspro.com
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Product Features
Yoga Studio
Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
